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Grouping memorized transactions together

To do this task

  1. Choose Lists > Memorized Transaction List.

  2. Click Memorized Transaction at the bottom of the list and click New Group.

  3. Enter the name of the new group.

  4. Choose how you want to manage the transaction group

    You can have QuickBooks remind you about the transaction group on a regular basis, you can merely have the transaction group available for future use without being reminded about it, or you can have QuickBooks record the transactions in the group on a regular basis.

  5. Click OK.

  6. Add memorized transactions to the group as needed:

    • In the list, select the memorized transaction you want to add.

    • Click Memorized Transaction at the bottom of the list and click Edit.

    • Select "With transactions in group" and enter the name of the memorized transaction group.

    • Click OK.

See also

KB ID# H_TRANS_GROUP_MEMORIZED
9/28/2016 3:12:53 PM
QYPPRDQBKSWS09 9138 Pro 2017 90c735